Forms can be frustrating to create and even worse to fill-out, with rows of text fields and hard-to-click bullets and more questions than you have time to answer. But they don't have to be. Forms can be great, as long as you use the right Form building app. Zapier.com has...
Year: 2017
Thinking of our American Family
Across our great nation, and the world, images of the devastation caused by Hurricane Harvey and looming Hurricane Irma are drawing our attention. I simply want to wish our business friends & families affected the prayers of myself and my co-workers from here in New York. May God's speed and your...
Standard Operating Procedure for Kindness
Do you have a Standard Operating Procedure for Kindness in your office? My name is Marjorie, and I've been the Office Manager for First Direct Corp. for over 16 years. Recently, I’ve embarked into empty-nester (both my children are graduated from college and starting their own lives), so I started...
Just the other day with GoldMine …
Day in and day out I use GoldMine Premium CRM in ways that I might take for granted and other GoldMine users are not aware. But, my job is NOT to take these ways for granted. Therein lies a major reason why I write this blog - GoldMine Success. By telling...
Spoken Word – Using Voice-to-Text to be More Productive
I spoke this article ... I want to tell you about a way you can be more efficient and do a better job tracking notes that you need to take following a call or a meeting. Not everyone is a good or fast typist. But we know it's important to...
GoldMine 2017.1 Hotfix 2 Released
What’s Fixed in GoldMine 2017.1 HF2 Replying to email with an apostrophe and a comma in the alias will cause an error that the email address is not linked. Setting a filter (not grid filter but via Options) on a tab with a lot of records (e.g. with a certain...
13 Years and 12 Proposals for the Same Product Sale
Today my firm closed a sale that took us 13 years and 12 proposals to close. It was the same CRM product the entire time. The prospect ultimately purchased the same product that I first proposed in 2004, 13 years ago. Along the way, I demonstrated the same product...
5 Ways to Use Your CRM Software to Build Trust
Cui bono? This famous little Latin phrase means, “Who benefits from this matter?” Our instincts generally tell us that people will place their personal self-interests ahead of others! If the consumer does not recognize a link between their self-interests and yours, it’s harder to gain their trust. The key to...
Protect your GoldMine data from… you!
Sometimes, we can be our own worst enemy. Everybody makes mistakes, we're human after all. And a simple little mistake can cause big problems. Have you ever deleted a GoldMine contact by accident? Then all the years of emails and history linked to that contact are gone. Yes, the data...
14 Lessons for More Profitable Lead Management
Sales is the life blood of business, and new leads are the life blood of sales. An organization's effectiveness at generating and handling leads will greatly determine whether it is profitable or failing. Here is my list of 14 ways your organization can better handle its lead generation and handling...